Dean Marjanovic

@etheraider @AerodromeFi Absolutely correct now. As the token increase in value lays the issue. It is too expensive to buy and lock up. Base volume would have to increase indefinitely. If the volume drops or decreases over the time. It will sink the token as more aero every week is chasing less.

@DD_Marjanovic @AerodromeFi Seems you're overlooking the fact that the token itself is productive when locked. When you look at the actual numbers: Net emissions this year has been nearly 0 while the protocol has generated 20M+ in revenue to veAERO voters: x.com/AerodromeFi/st…

115K AERO Buyback ✈️ The Aerodrome PGF has acquired and max-locked 115K $AERO as part of its programmatic market-aware buyback model. Over 20M $AERO has been bought back and max-locked this year via the PGF, Flight School, and Relay. For more on market-aware buybacks 👇

@papaxem4 @AerodromeFi This all goes out the door once the price doubles from here. It means its too expensive to buy and lock up and too easy for LPs to dump. Without a burn mechanism you can't just keep introducing new aero forever and expect a permanent rise while all veaero get usdc/eth rewards.

Everyone looks at Aerodrome’s emission charts and hits the panic button: gross emissions are currently estimated at around $80-100M annually, while protocol revenue hovers near $50M. At first glance, it looks like a classic DeFi Ponzi where inflation will eventually eat up all the yields. But people who trade charts instead of mechanics are missing the entire point of the ve(3,3) model. Paper emissions do not equal sell pressure. The real picture lies in the lock statistics: consistently, about 40–50% of all newly minted $AERO never hits the open market. Users lock their tokens into veAERO, and the average lock time sits at roughly 3.7 to 4 years (thanks to the auto-max-lock feature). Add to that the protocol aggressively buying back tokens off the market via the Public Goods Fund (PGF). What does this mean for the token's math? Out of that hypothetical $80M in printed tokens, yield farmers can only dump about half onto the order books. The actual liquid inflation drops to around $40M a year. And this is where the math completely flips: the real annual revenue of $50M is already higher than the liquid emissions. The protocol is generating more hard cash than it's bleeding onto the market. In fact, the team recently reported that at times, the rate of tokens being locked exceeded new emissions, meaning the circulating supply was physically shrinking. Evaluating $AERO based solely on gross inflation is a rookie mistake. This is especially true right now, as they phase out Flight School, transition to the Momentum Fund, and prepare for a massive expansion to the Ethereum Mainnet (and Circle’s Arc blockchain) in Q2 2026, where they will merge with Velodrome into a unified AERO entity. If they manage to bring this exact same capital efficiency and 100% fee-distribution model to the mainnet, the unified Aero token is going to become the most aggressive cash-flow machine in all of DeFi. #Aerodrome #AERO #DeFi #Tokenomics #Base #Ethereum

@andrewspinners @BenFordhamLive @cjoye I do not think you are categorising it fairly. Putting a Surgeon in the same bracket as a welfare beneficiary is hardly an insightful stat. The Surgeon is being paid for a service. Much like a teacher.

@BenFordhamLive @cjoye More than 52% of all adult voters in Australia are 100% dependent on the Government for 100% of their income ! Let that sink in

This is crazy ! Australia has the biggest public sector workforce in the world. You won’t believe how we compare to other countries. Listen to the details HERE. 🎧omny.fm/shows/ben-ford…🎧

@0xAero8 @coingecko lol

Errr …. No. There’s no $AERO token unlock coming. Do better, @coingecko

@alex_ferriera @AltcoinMami Actually they were. Not anymore. They adjust emissions according to market fees. Its Actually a dynamite setup for a huge run. When price goes up. Emissions will definitely also come down. I like it's structure

@AltcoinMami Their tokonomics are horrible and inflationary

how is $aero not $10 a coin by now. they’re dominating the DeFi scene. I don’t see any KOLs talking about this one. good, that means we’re very early.

@Cobratate If only every scenario was the same. There are those you mention but there others where the women needs a backup. Otherwise it will be a different kind of suffering.

Women never earned the right to work. They were tricked into it. One man’s salary used to feed the whole family. Now one salary can’t even pay the bills. She trades her husband’s house for her boss’s office. Leaves his sphere of influence to bow down to some other man’s rules all day. A double shift, every single day. Grinding at the job, then coming home to cook, clean, and pretend she’s still a wife. And while she’s out there playing “independent woman,” who is raising the kids? This is the beauty of female liberation. Another woman, some poor, low-wage third-world nanny or daycare worker getting paid pennies to watch someone else’s children. Women’s freedom is at the price of other women’s enslavement.

@CHADTIMOTHY @AerodromeFi @wagmiAlexander As a fellow smaller holder, I have to respectfully disagree with your take on the buybacks, because they are actually the exact mechanism protecting the value of our bags. When the protocol executes these sizable buybacks, it is sweeping circulating supply off the open market.

More dilution for voters isn’t great. It’s almost not worth locking $AERO anymore to collect weekly rewards. Do most people not understand the constant dilution has dropped the weekly rewards over 50% over the last several months. Unfortunately, these sizable buybacks are killing the small guy.

Another week. Another buyback ✈️ 617K AERO has been acquired and max-locked by the Aerodrome PGF as part of its market-aware buyback model. Over 184M $AERO has been acquired and locked to date via the PGF, Flight School, and other initiatives.

@watergoestosea @bittensorism @nansen_ai Exactly

@bittensorism @nansen_ai There is no unlock, don't read aixbt bs without checking the sources

Smart Money holdings in $AERO up 28.81% in 7 days. Whale balances up 67.98%. All the while price still $0.33. One notable accumulator: Former Smart Trader [0xf20431] - buying $AERO via CoW Protocol for 4+ months, added again 18h ago, zero sells across the entire history.

@adidogCEO You do such clear analysis of events and things. Would love to know your thoughts on the Aerodrome model. The megadex coming up and how sustainable the model is?

#2 $SKR staker withdrew 12 hours ago and hopped it a few times before dumping on gate and bybit snapshots had gone stale due to some bugs on skr.hyperlazy.com but been patched all functions working except whale trades which has been disabled for now about another 20M $SKR is currently in the queue to withdraw /w multiple 1M+ positions

@AerodromeFi This is great but using this simple math shouldn't there be a supply shock and price move up independently?

In the last 2 weeks, more than twice as much AERO has been locked than emitted. IYKYK.

@JatinHota @SSJCurrency Lets think about this. Coinbase is pushing its retail users on-chain. First stop is AERO. RWA enter and BASE is growing. AERO is the door that swings both ways for trading. It reminds me of BNB early days. This could be a $5+ token is the stars remotely align.

@DD_Marjanovic @SSJCurrency They are moving to ETH chain so expecting lots of volume growth form other Chains

$AERO 's predictive allocation has an internal feature that potentially not many are considering Project owners and teams have now the incentive to actually acquire and lock AERO Imagine this scenario > A project is about to release a major update > Activity onchain starts to pick up > Projects position their sAERO ahead of the release and capture most of the revenue to then inject back into their token The good news is that this surge in activity can be your signal to also frontrun the high fee accrual process or to go into pools where sAERO was removed from Lots of ways to navigate this Thinking of building something that services just that Gotta release the LP scanner first tho

@SSJCurrency If Inflation is lets say 7% and yield is at 10% ATM. Then the token value is stuck here unless there is an explosion on Base DEX. More and More volume will be needed to make this token really run. Do you see it happening?

@DD_Marjanovic Demand already does, inflation is sub 10% Price has been mediocre mainly cz of the market itself!

@SSJCurrency You are not concerned about its inflationary tokenomics? Will the demand outpace the emissions?

@SSJCurrency What is a fair value for the AERO token if all these things play out? Will AERO be useless unless it is staked? Would that be its only value component? Yields will drop when price goes up. What other elements make it in demand @SSJCurrency?

@MrPitbull07 Nature decided for him specifically to be born. His parents did not give him his conciousness. Nature has done that and he is part of it. The sperm which was him swam the fastest and billions of things had to go right. Nature gave consent. End of story.

He refuses to work because he says he was born without his consent and the internet cannot decide if he is a genius or delusional. A 21 year old man has sparked a massive online debate after publicly stating that he refuses to work because he was born without his consent. His argument is straightforward: since he never asked to be brought into the world, his parents are obligated to support him financially for as long as he needs. He claims that forcing someone to work for a life they did not choose is fundamentally unfair and that the responsibility lies entirely with the people who made the decision to have him. The statement has drawn millions of reactions across social media, with people sharply divided over whether his reasoning is absurd or uncomfortably logical. Critics have called him immature, entitled, and a symbol of everything wrong with younger generations. They argue that personal responsibility begins at adulthood regardless of the circumstances of birth. Supporters, however, see his words as a philosophical critique of modern work culture and the expectations placed on people who had no say in their own existence. Some have connected his stance to antinatalism, a philosophical position that questions whether bringing new life into the world is morally justifiable. One sentence from a 21 year old just forced the entire internet to debate the meaning of responsibility, choice, and what we actually owe each other.

@Guilher95337460 @MusubiNFT @lilbrofps Thanks for the scam opportunity but not thanks lol

True Whales here $Buttcoin ⬆️! 🔱 @DD_Marjanovic @MusubiNFT @lilbrofps

@ShiningScience LOL. Here we go. Some pop science. If this were true. No one would have chronic liver disease. While individual liver cells (hepatocytes) do replicate, they are born into the environment you created for them. In essence very little changes then. Same house. New tenants.

🚨 You’re not the same person you were 10 minutes ago. Your body is constantly regenerating itself. New cells are made, and old ones are discarded. Every 7 to 10 years, you get a completely new body with new sets of organs and tissues. Your stomach regenerates itself every 4 days. The stomach cells that help you digest food are replaced every 5 minutes. You get a new liver every 150 days. The entire outer layer of your skin, called the epidermis, replaces itself every 4 weeks. Your pancreas, which helps regulate your blood sugar level, is renewed every 50 days. And every 4 months, you get a new set of red blood cells across your entire body. Even after you donate blood, it would only take 12 weeks to completely replace the red blood cells you donated. Your taste buds that help you enjoy a variety of foods are replaced every 10 days. Although cells are always regenerating, the process can be slow for some parts. Bones, for instance, require up to 10 years to fully regenerate. As we age, bone regeneration slows down and our bones become weaker. Despite this incredible regeneration capacity of the human body, some parts of your body are never replaced, such as the cells that make up the inner lens in your eyes and the neurons in your cerebral cortex. Fat can also accumulate and stick around depending on your diet and physical activity. Even though everything in your body is replaced, the only thing that remains of you is your consciousness, self-awareness and memories. As I said, your taste buds are replaced every 10 days, but the memory of the delicious food you tasted before is still there, and new taste buds are ready to experience it.

@SuiNetwork This is why institutions will never take you seriously. Who can risk this happening. Plus you got a centralised validator core. When you blocked part of the cetus hack. You lost your decentralized status. Eth is the only answer for tokenization.

Sui Mainnet is currently experiencing a network stall, and the Sui Core team is actively working on a solution. Be aware that dApps such as Slush or SuiScan may not be available, and transactions may be slow or temporarily unable to process at this time. Updates will be shared as soon as they are available.

@blakandblack I wouldn't worry too much about this. The Envoy is for protection against hate crimes (antisemitism), whereas the Voice was for representation in law-making. The voice would have been enshrined into the Constitution. The envoy can be sacked at any time.

Remember when the Australian Jewish Association fiercely opposed the Indigenous Voice to Parliament, calling it divisive and against Aussie values? Fast-forward to 2026, and they're backing Jillian Segal's role as Antisemitism Envoy—basically a Jewish Voice to Parliament without a referendum. The hypocrisy is hysterical! 😂 One rule for them, another for First Nations? #AusPol